EverSource Wealth Advisors, LLC VHT holdings history
VANGUARD HEALTH CARE ETF · CUSIP 92204A504 · CIK 1710537
As of 2026-06-30, EverSource Wealth Advisors, LLC reported 951 VHT (shares), valued at $284.30K, or 0.01% of its reported non-derivative portfolio. Filed 2026-07-24.
Verify history & sources →Shares decreased 19.61%; reported value decreased 11.73%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 0.01% | 951 | SEC filing ↗Filed Jul 24, 2026 |
| Q1 2026 | 0.01% | 1,183 | SEC filing ↗Filed May 18, 2026Amended |
| Q4 2025 | 0.01% | 1,280 | SEC filing ↗Filed Feb 6, 2026 |
| Q3 2025 | 0.01% | 1,280 | SEC filing ↗Filed Nov 10, 2025 |
| Q2 2025 | 0.01% | 1,095 | SEC filing ↗Filed Aug 13, 2025 |
| Q1 2025 | 0.05% | 3,130 | SEC filing ↗Filed May 13, 2025 |
| Q4 2024 | 0.53% | 37,042 | SEC filing ↗Filed Feb 10, 2025 |
| Q3 2024 | 1.13% | 63,207 | SEC filing ↗Filed Nov 8, 2024 |
| Q2 2024 | 1.19% | 65,240 | SEC filing ↗Filed Aug 13, 2024 |
| Q1 2024 | 1.48% | 73,721 | SEC filing ↗Filed Jun 11, 2024Amended |
| Q4 2023 | 1.70% | 73,927 | SEC filing ↗Filed Feb 9, 2024 |
| Q3 2023 | 1.81% | 72,523 | SEC filing ↗Filed Nov 3, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 1.81% | 72,523 | $17.05M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 3, 2023 |
| Q4 2023 | 1.70% | 73,927 | $18.53M | Shares increased 1.94%; reported value increased 8.70%, and weight changed -0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 9, 2024 |
| Q1 2024 | 1.48% | 73,721 | $18.88M | Shares decreased 0.28%; reported value increased 1.85%, and weight changed -0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jun 11, 2024 |
| Q2 2024 | 1.19% | 65,240 | $17.92M | Shares decreased 11.50%; reported value decreased 5.06%, and weight changed -0.29 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2024 |
| Q3 2024 | 1.13% | 63,207 | $17.84M | Shares decreased 3.12%; reported value decreased 0.46%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 8, 2024 |
| Q4 2024 | 0.53% | 37,042 | $9.40M | Shares decreased 41.40%; reported value decreased 47.32%, and weight changed -0.60 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 10, 2025 |
| Q1 2025 | 0.05% | 3,130 | $828.57K | Shares decreased 91.55%; reported value decreased 91.18%, and weight changed -0.48 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 13, 2025 |
| Q2 2025 | 0.01% | 1,095 | $271.94K | Shares decreased 65.02%; reported value decreased 67.18%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2025 |
| Q3 2025 | 0.01% | 1,280 | $332.34K | Shares increased 16.89%; reported value increased 22.21%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 10, 2025 |
| Q4 2025 | 0.01% | 1,280 | $368.58K | Shares unchanged; reported value increased 10.91%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 6, 2026 |
| Q1 2026 | 0.01% | 1,183 | $322.07K | Shares decreased 7.58%; reported value decreased 12.62%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 18, 2026 |
| Q2 2026 | 0.01% | 951 | $284.30K | Shares decreased 19.61%; reported value decreased 11.73%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 24, 2026 |
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